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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
301	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.03B	+$65.6M	3	3.83%	Increased
302	Wolverine Trading Chicago, Illinois	$1.03B	+$754M	21	1.25%	Increased
303	Boston Trust Walden Boston, Massachusetts	$1.02B	-$24.7M	9	8.33%	Reduced
304	Everett Harris & Co Los Angeles, California	$1.01B	-$8.16M	6	15.38%	Reduced
305	Egerton Capital (UK) London, United Kingdom	$1B	+$188M	2	10.33%	Increased
306	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$998M	-$23.7M	4	9.86%	Reduced
307	Cambridge Investment Research Advisors Fairfield, Iowa	$994M	+$22M	25	4.53%	Increased
308	Squarepoint New York	$991M	+$233M	25	3.03%	Increased
309	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$991M	-$25.1M	12	14.04%	Reduced
310	Vontobel Holding Zurich, Switzerland	$972M	-$81M	25	8.53%	Reduced
311	First Pacific Advisors El Segundo, California	$968M	-$105M	5	14.13%	Reduced
312	H&H International Investment Palo Alto, California	$967M	-$24.8M	2	6.54%	Reduced
313	Nissay Asset Management Tokyo, Japan	$966M	-$47.3M	14	8.33%	Reduced
314	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$965M	-$106M	17	12.54%	Reduced
315	Virginia Retirement Systems Richmond, Virginia	$965M	+$42.2M	14	9.26%	Increased
316	PTC Provident Trust Company Waukesha, Wisconsin	$962M	-$16.7M	3	21.98%	Reduced
317	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$960M	+$8.37M	12	7.52%	Increased
318	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$956M	$0	1	11.11%	Maintained
319	Alphinity Investment Management Sydney, Australia	$954M	+$895M	2	15.51%	New
320	Utah Retirement Systems Salt Lake City, Utah	$953M	-$35.4M	20	13.21%	Reduced
321	Davenport & Co Richmond, Virginia	$951M	+$32.9M	11	6.98%	Increased
322	Rafferty Asset Management New York	$943M	+$127M	18	5.32%	Increased
323	Daiwa Securities Group Tokyo, Japan	$932M	+$1.6M	18	6.16%	Increased
324	Qube Research & Technologies (QRT) London, United Kingdom	$932M	+$324M	21	3.39%	Increased
325	Altshuler Shaham Tel Aviv, Israel	$931M	+$310M	8	16.36%	Increased